What you’re going to learn
The Myths Advisors Believe About Hight Net Worth Clients and What You Need to Deliver to Win Their Trust and Business
Why Traditional Planning Has Failed the HNW Clients and Their Families And The Truth About What They Really Want From You
The One Conversation 90% of High Net Worth Clients Want to Have With Their Advisor (89% of Advisors Think They Are, But Only 55% of HNW Clients Agree)
The Single Most Important Thing High Net Worth Clients Want to You to Understand About Them (Get This Right and You Get 100% of the Assets and 4 Referrals)
Next Level Advisors
For more than 15 years Ryan Zeeb has consulted with families, individuals and professionals on four continents. Ryan has experience in wealth transfer, risk management, financial and estate planning, heir preparation and investment management. His previous clients include entrepreneurs, family businesses, professional athletes, beneficiaries and executives. Mr. Zeeb is a sought after speaker and consultant on the topics of Heritage Planning, Building Professional Collaborative Teams, Practice Development, Business Growth and Exit Strategies. As President of The Heritage Institute for nine years, Mr. Zeeb helped to position The Heritage Institute as the premiere leader in the wealth consulting and wealth transfer industry. Mr. Zeeb trained and consulted with over 600 top wealth professionals on four continents.